Recent Posts

• Weekly Market Commentary November 19, 2019
• ROTH CONVERSIONS AND THE 60-DAY ROLLOVER RULE: TODAY’S SLOTT REPORT MAILBAG November 14, 2019
• Is a Fixed Indexed Annuity Right for Me? November 14, 2019
• Is a Fixed Indexed Annuity Right for Me? November 14, 2019
• HOW THE 401(K) NONDISCRIMINATION RULES WORK – PART 2 November 13, 2019
• A Retirement Expert Says Annuities Are Better Than Bonds for Guaranteed Income. Here’s His Argument November 12, 2019
• Weekly Market Commentary November 12, 2019
• (no title) November 11, 2019
• QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPOT MAILBAG November 7, 2019
• MODERATION November 6, 2019
• WHO SHOULD BE YOUR IRA BENEFICIARY? November 4, 2019
• Weekly Market Commentary November 4, 2019
• October 2019 Market Review and Outlook November 1, 2019
• ROTH IRA WITHDRAWALS AND COMPANY PLAN LIMITS: TODAY’S SLOTT REPORT MAILBAG October 31, 2019
• U.S. News Unveils the 2020 Best Places to Retire October 31, 2019
• Promoting Women’s Equality in Retirement Planning September 6, 2019
• ROTH CONVERSIONS AND STRETCH IRAS: TODAY’S SLOTT REPORT MAILBAG September 5, 2019
• SQUALLS OUT ON THE GULF STREAM September 4, 2019
• Weekly Market Commentary September 3, 2019
• BACK TO SCHOOL WITH AN ESA September 3, 2019